Private equity firm Seven2 has reached a binding agreement with J.C. Flowers to purchase a majority stake in German wealth management platform HRK LUNIS. This deal is Seven2's inaugural investment ...

a prominent German independent wealth management platform. This acquisition marks Seven2's first investment in Germany and a strategic step in its European expansion. The transaction, which ...

Achieving global leadership from its home base in New York, iCapital wins the award for North America’s best technology ...

Experts say that while data ownership might at first be time-consuming and costly, the long-term benefits make it an ...

Bluespring Wealth Partners, meanwhile, announced its acquisition of Charter Capital Management, an RIA based in Brookfield, ...

A new award for Euromoney in 2025 sees our analysts and our external judges – the latter, a group of veteran private bankers ...

It's not easy, but it's definitely worthwhile and rewarding.” “I decided to pursue a career in wealth management when I was in graduate school, making a career switch. I had no idea what I ...

World Investment Advisors, formerly known as the Pensionmark Financial Group, announced the launch of a new open-architecture, multi-custodial investment and portfolio management platform.

Robinhood is also launching a wealth management platform and AI investment tools. Robinhood said on Wednesday that it is launching an online banking platform for its premium members in the fall ...

New Delhi [India], March 26: In a landmark moment for Finance education technology, the logo of EduHomeConnect.com, Tamil Nadu's first-ever women-led business edtech platform, was officially ...